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J
jessica-snell
November 7, 2019
Question

When I try to match transfers between accounts they aren't corresponding with the account that they came from. How can I get them to link?

  • November 7, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

G
GeorgiaC
November 7, 2019

Hey jessica-snell,

 

Did you create the transfers manually within the system or are you trying to record the transfers directly within the Banking For-Review?

 

Thanks

 

J
jessica-snellAuthor
November 7, 2019

Hey, 

 

These were generated automatically and not entered manually. They were being listed as deposits rather than transfers. When I changed them to a transfer, I could match the current ones to the account they were transferred from, but not the ones from previous months where the account they came from has already been reconciled by the accountant. Could the issue be that they won't match if they have been reconciled in the other account? Thank you, 

 

 

G
GeorgiaC
November 7, 2019

Hey jessica-snell,

 

 

You are correct, transactions which have been reconciled will not show as available to match - as this is already recorded in the books you can exclude this from the banking for-review section. 

 

Thanks

 

 

 

 

 

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